Funds holding Appfolio Inc
350 funds declare a position · 99 ETFs and 251 other funds · 1.5B $· 11.3M SEK· 2.3M € · US03783C1009
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | MidCap Fund Principal Funds, Inc | 1,176,049 | 196.5M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| 2 | iShares Core S&P Mid-Cap ETF iShares Trust | 805,687 | 127.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 735,558 | 116.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 545,333 | 96.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 532,976 | 84.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 297,936 | 47M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 271,372 | 42.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 8 | Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 212,629 | 33.6M $ | 4.06 % | as of Mar 31, 2026 · Original filing |
| 9 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 200,788 | 31.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 10 | iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 147,790 | 23.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 11 | iShares Russell Mid-Cap Growth ETF iShares Trust | 147,390 | 23.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 121,876 | 21.7M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 13 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 118,979 | 18.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 14 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 112,073 | 19.9M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 15 | iShares Expanded Tech-Software Sector ETF iShares Trust | 108,026 | 17M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 16 | Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 99,617 | 16.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 17 | Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 93,364 | 16.6M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 18 | iShares Russell 1000 Growth ETF iShares Trust | 88,643 | 14M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 19 | iShares Russell Mid-Cap ETF iShares Trust | 84,599 | 13.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 20 | First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II | 81,669 | 12.9M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 21 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 81,432 | 13.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 22 | Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 76,987 | 12.2M $ | 3.77 % | as of Mar 31, 2026 · Original filing |
| 23 | T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 74,845 | 11.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 24 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 74,693 | 12.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 25 | William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 66,350 | 10.5M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 26 | William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 66,246 | 10.5M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 27 | Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 64,145 | 10.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 28 | DF DENT MIDCAP GROWTH FUND FORUM FUNDS | 60,789 | 9.6M $ | 3.66 % | as of Mar 31, 2026 · Original filing |
| 29 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 60,510 | 10.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 30 | Pacer US Large Cap Cash Cows Growth Leaders ETF Pacer Funds Trust | 60,050 | 10M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 31 | Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 55,449 | 8.8M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| 32 | Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 54,467 | 9.1M $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| 33 | Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III | 51,657 | 8.6M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| 34 | Fidelity OTC Portfolio Fidelity Securities Fund | 50,126 | 8.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 35 | Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 48,808 | 8.7M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 36 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 43,424 | 7.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 37 | Calvert Small Cap Fund Calvert Impact Fund, Inc. | 42,742 | 6.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 38 | JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 41,389 | 6.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 39 | PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 40,401 | 6.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 40 | Virtus Zevenbergen Technology Fund Virtus Investment Trust | 38,300 | 6M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 41 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 37,062 | 5.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 42 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 35,852 | 6.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 43 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 35,077 | 6.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 44 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 34,288 | 6.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 45 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 31,550 | 5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 46 | Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 31,272 | 5.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 47 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 30,886 | 5.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 48 | AMG GW&K Small Cap Core Fund AMG Funds | 29,386 | 4.6M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 49 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 29,343 | 4.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 50 | iShares U.S. Technology ETF iShares Trust | 28,881 | 4.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 51 | Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 26,859 | 4.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 52 | T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 26,104 | 4.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 53 | T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 25,396 | 4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 54 | State Farm Growth Fund Advisers Investment Trust | 24,800 | 3.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 55 | JNL Mid Cap Index Fund JNL Series Trust | 24,555 | 3.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 56 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 24,242 | 4.1M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 57 | Carillon Eagle Small Cap Growth Fund Carillon Series Trust | 23,289 | 3.7M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 58 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 22,964 | 3.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 59 | JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 22,069 | 3.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 60 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 21,059 | 3.7M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 61 | WisdomTree Cloud Computing Fund WisdomTree Trust | 20,999 | 3.3M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| 62 | DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 20,133 | 3.2M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| 63 | MidCap Account Principal Variable Contract Funds, Inc | 19,987 | 3.2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 64 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 19,947 | 3.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 65 | iShares Core S&P U.S. Growth ETF iShares Trust | 19,584 | 3.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 66 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 18,395 | 2.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 67 | Nuveen Equity Index Fund TIAA-CREF Funds | 18,392 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 68 | Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust | 18,009 | 3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 69 | Mid Cap Index Fund VALIC Co I | 17,869 | 3.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 70 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 17,769 | 3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 71 | PGIM Jennison Diversified Growth Fund Prudential Investment Portfolios 5 | 17,519 | 2.9M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 72 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 17,014 | 3M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 73 | Victory Science & Technology Fund Victory Portfolios III | 16,748 | 2.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 74 | State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST | 16,490 | 2.6M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 75 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 16,034 | 2.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 76 | Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 15,683 | 2.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 77 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 15,654 | 2.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 78 | iShares Russell 1000 ETF iShares Trust | 15,565 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 79 | Mid Cap Index Fund Northern Funds | 15,338 | 2.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 80 | Column Small Cap Fund Trust for Professional Managers | 15,246 | 2.7M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| 81 | NYLI WMC Enduring Capital Fund NEW YORK LIFE INVESTMENTS FUNDS | 15,129 | 2.5M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 82 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 14,732 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 83 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 14,687 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 14,288 | 2.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 85 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 14,100 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 86 | Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 13,984 | 2.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 87 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,797 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 88 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 13,784 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 89 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 13,613 | 2.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 90 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 13,139 | 2.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 91 | Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 13,100 | 2.1M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| 92 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 13,032 | 2.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 93 | Large Cap Index Master Portfolio Master Investment Portfolio | 12,842 | 2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 94 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 12,566 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 95 | Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | 12,288 | 1.9M $ | 4.30 % | as of Mar 31, 2026 · Original filing |
| 96 | iShares Expanded Tech Sector ETF iShares Trust | 12,050 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 97 | Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 11,792 | 2.1M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 98 | Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 11,341 | 1.9M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 99 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 11,320 | 1.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 100 | NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 11,314 | 1.9M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
Institutional managers
388 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,547,098 | 402M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,505,882 | 237.7M $ | as of Mar 31, 2026 |
| Ashe Capital Management, LP | 1,047,915 | 165.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 721,657 | 113.9M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 643,231 | 101.5M $ | as of Mar 31, 2026 |
| Nellore Capital Management LLC | 636,302 | 100.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 506,289 | 79.9M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 454,463 | 71.7M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 384,529 | 60.7M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 367,128 | 57.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 345,603 | 54.5M $ | as of Mar 31, 2026 |
| Keenan Capital, LLC | 334,557 | 52.8M $ | as of Mar 31, 2026 |
| Caledonia (Private) Investments Pty Ltd | 328,277 | 51.8M $ | as of Mar 31, 2026 |
| DF DENT & CO INC | 320,512 | 50.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 307,290 | 48.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 296,627 | 46.8M $ | as of Mar 31, 2026 |
| Greenstone Partners & Co., LLC | 273,497 | 43.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 266,145 | 42M $ | as of Mar 31, 2026 |
| GILDER GAGNON HOWE & CO LLC | 265,330 | 41.9M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 227,280 | 35.9M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 220,357 | 34.8M $ | as of Mar 31, 2026 |
| Lead Edge Capital Management, LLC | 210,260 | 33.2M $ | as of Mar 31, 2026 |
| LONG WALK MANAGEMENT LP | 204,500 | 32.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 164,642 | 26M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 159,724 | 25.2M $ | as of Mar 31, 2026 |